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Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
576
Frontier Asset Management
Wyoming
$6.16M -$1.55M -9,671 -20%
MWA
577
Martel Wealth Advisors
Washington
$6.12M +$51.5K +321 +0.8%
FLA
578
Financial Life Advisors
Texas
$6.1M -$416K -2,593 -6%
GAM
579
Gotham Asset Management
New York
$6.08M -$926K -5,773 -13%
WGCA
580
Wolf Group Capital Advisors
Virginia
$6.03M +$1.65M +10,257 +37%
PA
581
Prism Advisors
California
$6.03M -$87.3K -544 -1%
RFS
582
Richardson Financial Services
Massachusetts
$6.01M +$6.74K +42 +0.1%
SG
583
Sharper & Granite
California
$6.01M -$61K -380 -1%
SWA
584
Sax Wealth Advisors
New Jersey
$6.01M -$74.3K -463 -1%
KOC
585
Koss-Olinger Consulting
Florida
$5.99M +$5.99M +37,363 New
RFA
586
Register Financial Advisors
Georgia
$5.99M +$448K +2,793 +8%
CWM
587
Connecticut Wealth Management
Connecticut
$5.98M +$48.8K +304 +0.8%
WRPWM
588
Werba Rubin Papier Wealth Management
California
$5.96M +$3.11M +19,416 +110%
PFM
589
Phillips Financial Management
Indiana
$5.94M -$42.8K -267 -0.7%
WPW
590
Watershed Private Wealth
Illinois
$5.93M +$249K +1,555 +4%
FNBSF
591
First National Bank Sioux Falls
South Dakota
$5.91M +$1.23M +7,684 +26%
GWM
592
GSB Wealth Management
Connecticut
$5.9M +$73K +455 +1%
CG
593
Caprock Group
Idaho
$5.89M +$934K +5,783 +19%
WTA
594
Washington Trust Advisors
Massachusetts
$5.89M +$16K +100 +0.3%
KWM
595
Kingsview Wealth Management
Oregon
$5.88M +$726K +4,524 +14%
BFA
596
Beaumont Financial Advisors
Massachusetts
$5.88M -$297K -1,853 -5%
VIA
597
Vantagepoint Investment Advisers
District of Columbia
$5.82M – – –
MAM
598
McLean Asset Management
Virginia
$5.8M -$12.3K -76 -0.2%
SWA
599
Stratos Wealth Advisors
Ohio
$5.79M +$1.41M +8,779 +32%
CPWA
600
Cerro Pacific Wealth Advisors
California
$5.77M +$5.77M +35,983 New
22 23
24
25 26